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RE: Managing crypto portfolios
Great comment - I enjoy the discussion very much and it makes me rethink which is a good thing for me.
Your comments are totally in line with my thought process inspired by all the comments of the last days.
My conclusion
- less projects
- btc/eth dominance - I am leaning towards less dominance but not final
-Industries: I think I keep the % distribution for now. But with less project I might change that to just a descriptive figure which I look at making decisions and not a hard wired distribution mechanism.
And yes - I think best is to work together and exchange knowledge on protfolios. Actually that is what I am doing with @knircky several times a week since a couple of month now. It helps a lot.
When I redone my portfolio I will repost it here.
Nice, I will try to share my research and portfolio on a regular basis as well and follow @knircky more closely as well!
Looking forward to your next update!